Directional

Crypto ecosystem intelligence
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#NFA

[Directional @directionalio]

Pro tip LLM prompt: is this code re***ded

[Directional @directionalio]

As a crypto analytics company, we couldn’t agree more. Been meaning to write about this but @mert has been saying it best 😅 making decisions on incorrect data is exponentially worse than no data at all. Instincts are directionally correct a lot of times too

[mert @mert]

ironically, over-relying on data over instinct/taste is a great recipe for mediocrity

data alone is useless

only when you can interpret the data through a theory can it tell you something

[Directional @directionalio]

Crypto is definitely directionally correct since Tuesday ⬆️🐂

[mert @mert]

My unpopular opinion is that 99% of ppl should not be using "data" to make decisions

Most ppl have the math skills of a coffee table but they're expected to interpret complex data that is often nonlinear and impossible to interpret without context

always leads to false info

instead, always default to reason and logic — which is a prerequisite for interpreting data anyway

"You can do logic without stats, but you can't do stats without logic" — Taleb

[Directional @directionalio]

Noticing a probably not new weird phenomenon where things that are very big deals, the market and narratives act like they are NBD and things that are actually no big deals the market and sentiment act like they are BIG deals. Is there a name for this?

[Directional @directionalio]

Volume is primarily in silly games and memes but the super app crypto onboarding thesis is very solid.

[Directional @directionalio]

$ton Is roaring and for good reason. Very promising thesis, onboard 900m people where they already are. for context @coinbase only has 100m. TON could be doing what base and meta tried/are trying to do.

[Directional @directionalio]

- BTC One Year Price Change:  156.5%
- ETH One Year Price Change:  112.9%
- SOL One Year Price Change:  885.5%   
- TON One Year Price Change:  415%

[zerohedge @zerohedge]

The mother of all mass layoffs is coming

[Directional @directionalio]

Bullish @solanamobile and honestly just bullish cryptography

[Elon Musk @elonmusk]

If Apple integrates OpenAI at the OS level, then Apple devices will be banned at my companies. That is an unacceptable security violation.

[Directional @directionalio]

A supposed non issue with blockchains but those present additional issues of complexity and accessibility and for non transactional data would still need to trust the source.

[Directional @directionalio]

Precisely, no pun intended. Data on social phenomena is almost always directionally correct at best. #trustthescience just doesn’t work the same for biology or human-based fields. Here’s to figuring out a better (not no) scientific process for non mechanical, non physical stuff.

[Stian Westlake @stianwestlake]

Fascinating post about the possible trade-off between social science impact and research integrity - and the role of viewpoint diversity in squaring the circle.

[Directional @directionalio]

A good re-listen after the #ethvsol #bankless debate on network effects. Obviously @KyleSamani represents a team Solana perspective, but none the less good insights and additional color.

https://t.co/nn2jIGPLNj

[Taiki Maeda @TaikiMaeda2]

Bruh how is ETH almost at 4k and onchain is this dead

The only use case for mainnet is bridging to tokenless L2's and restaking for airdrops and that's slightly concerning

Yes, people are using L2's (somewhat true) but you definitely want activity on mainnet for the burn

[Directional @directionalio]

Thank you @RosenthalLydia

And check out our website and reach out for custom crypto analytics or data-centric portfolio advising.

[LouBear @RosenthalLydia]

New website I designed for @directionalio
Check it out here: https://t.co/ExDMCsgV8M

[Bankless @Bankless]

BREAKING: 51 VOTES! Senate just voted to repeal Gensler's anti-crypto rule SAB121 🎉

Key Democrat Senators broke party lines to vote yes.

Now Biden has to choose.

Does he choose anti-crypto and veto or let it pass?

His next move could cost him the election.

[Directional @directionalio]

@KyleSamani and volumes way down https://t.co/9ZRQdcuT5h

[Directional @directionalio]

@KyleSamani worse is when you restake one day and then you go to connect wallet again to check it out and get "not permitted in your region"

[Directional @directionalio]

but volumes are down, is this #eigen flop, another US regulatory landscape victim or just initial hype cooling? https://t.co/9ZRQdcuT5h

[Directional @directionalio]

EigenLayer and restaking has been one of the hottest narratives of this cycle and with #eigen claims opening up today we will start to tell if this will find viable traction and meaningful use cases or if it was all airdrop hype, full disclosure we're rooting for the former.